ESOP · DOL Form 5500 · 2023

Graphite Sales, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
22
Participants Small participant base
35th
Percentile by assets National rank
$134,291
Avg per participant Near avg balance/head
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Official DOL plan name: Graphite Sales, Inc. Employee Stock Ownership Plan · Sponsored by Graphite Sales, Inc. · Ohio · Manufacturing

$3M in assets, 22 participants

Graphite Sales, Inc.'s Graphite Sales, Inc. Employee Stock Ownership Plan reported $3M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 35th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,560 in Manufacturing (18,722 peers)

Graphite Sales, Inc. multi-year trail

Graphite Sales, Inc.'s plans moved +87.6% in assets from 2022 to 2024; this filing shows Graphite Sales, Inc. Employee Stock Ownership Plan at $3M / 22 participants.

#3,560
in Manufacturing (18,722 peers)
+157.3%
assets growth YoY

Graphite Sales, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Graphite Sales, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,954,391 35th percentile higher than 35% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Graphite Sales, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Graphite Sales, Inc. Employee Stock Ownership Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Graphite Sales, Inc. Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Graphite Sales, Inc. Employee Stock Ownership Plan reported net income rose from $868K in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341089830 · Graphite Sales, Inc. PY 2023 · ESOP

Graphite Sales, Inc. Employee Stock Ownership Plan · $3M · 22 · 35th

  • EIN $3M
  • RANK 22
  • PHOTO 35th
  • IND ESOP
  • EOY near Bank of Springfield Employee Stock Ownership Plan
  • 5500 ind #3560

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Ohio →

Graphite Sales, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bank of Springfield Employee Stock Ownership PlanBank of Springfield Employee…$3MStuart Silk Architects Employee Stock Ownership PlanStuart Silk Architects Emplo…$3MGraphite Sales, Inc. Employee Stock Ownership PlanGraphite Sales, Inc. Employe…$3MBazin Brothers Trucking, Inc. ESOPBazin Brothers Trucking, Inc…$3MValley Business Machines, Inc. Employee Stock Ownership PlanValley Business Machines, In…$3M
End-of-year total assets ($M) among Graphite Sales, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Graphite Sales, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Graphite Sales, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 87.6126332069734% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $1.15M $2.15M ▲ +87.0%
Year Plans Participants Total Assets
2022 1 22 $1M
2023 1 22 $3M
2024 1 21 $2M

Graphite Sales, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)-$7M
Net Income$2M
Employer EIN341089830
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

Peer ESOP plans, same state, same plan type, ranked by total assets.

Graphite Sales, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Graphite Sales, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002954391 · Participants: 22Graphite Sales, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Graphite Sales, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Graphite Sales, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Graphite Sales, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Bank of Springfield Employee Stock Ownership Plan in IL ($3M); by covered participants it is Davy Architecture, Inc. Employee Stock Ownership Plan in CA (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Graphite Sales, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Graphite Sales, Inc. Employee Stock Ownership Plan surged - up 157.3% during 2023, from $1M to $3M. Reported net income was $2M.
How have Graphite Sales, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Graphite Sales, Inc.'s sponsor-wide assets grew 87.6%, from $1M to $2M.
Which ESOP plans are similar in size to Graphite Sales, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bank of Springfield Employee Stock Ownership Plan in IL ($3M, 319 participants).
Which ESOP plans cover a similar participant headcount to Graphite Sales, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Davy Architecture, Inc. Employee Stock Ownership Plan in CA (22 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341089830.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.